ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 174 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $788,000 | -0.4% | 31,237 | 0.0% | 0.22% | -8.0% |
| Q2 2020 | $791,000 | +0.5% | 31,237 | 0.0% | 0.24% | -12.2% |
| Q1 2020 | $787,000 | +33.6% | 31,237 | +34.1% | 0.27% | +91.5% |
| Q4 2019 | $589,000 | -8.3% | 23,289 | -7.9% | 0.14% | -10.8% |
| Q3 2019 | $642,000 | +33.5% | 25,297 | +33.3% | 0.16% | +28.5% |
| Q2 2019 | $481,000 | +0.4% | 18,979 | 0.0% | 0.12% | +2.5% |
| Q1 2019 | $479,000 | – | 18,979 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,707,416 | $43,198,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 423,434 | $10,713,000 | 5.98% |
| TLWM | 426,233 | $10,787,000 | 5.18% |
| Fragasso Group Inc. | 755,181 | $19,106,000 | 3.22% |
| MV CAPITAL MANAGEMENT, INC. | 549,765 | $13,909,000 | 3.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,090 | $15,738,000 | 2.86% |
| LifeSteps Financial, Inc. | 105,997 | $2,682,000 | 2.53% |
| CORDA Investment Management, LLC. | 929,768 | $23,523,000 | 2.52% |
| Relative Value Partners Group, LLC | 999,428 | $25,286,000 | 2.43% |
| RVW Wealth, LLC | 425,771 | $10,772,000 | 2.36% |